通用汽车（GM）股价今日盘中大跌5.03%，引发市场关注。这一跌幅主要受到瑞银下调评级以及公司宣布生产调整的双重影响。
瑞银将通用汽车的评级从"买入"下调至"中性"，并将目标价从64美元下调至51美元。瑞银表示，下调评级的原因是下调了对公司盈利的预期，同时考虑到关税对汽车需求的潜在影响。分析师预计通用汽车北美（GMNA）2025年和2026年的销量将分别下降9%和4%。
与此同时，通用汽车宣布将在其底特律的全电动"零工厂"（Factory Zero）裁员约200人。公司表示，此举是为了"根据市场动态调整生产"。零工厂是雪佛兰Silverado EV、GMC Sierra EV、悍马EV SUV和皮卡以及纯电动凯雷德IQ的生产基地，拥有约4500名员工。
瑞银的评级下调反映了对通用汽车未来盈利和销量的担忧，而生产调整则可能暗示电动车市场需求不及预期。这些因素综合作用，导致投资者对通用汽车的前景持谨慎态度，从而引发了股价的大幅下跌。
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